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First Trust Consumer Discretionary AlphaDEX Fund
FXD
FXD
99 hedge funds and large institutions have $271M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2017 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 55 reducing their positions, and 16 closing their positions.
New
Increased
Maintained
Reduced
Closed
3.06% less ownership
Funds ownership: 64.39% → 61.34% (-3.1%)
5% less funds holding
Funds holding: 104 → 99 (-5)
25% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 16
29% less capital invested
Capital invested by funds: $381M → $271M (-$110M)
73% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 55
Holders
99
Holders Change
-5
Holders Change %
-4.81%
% of All Funds
2.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
15
Reduced
55
Closed
16
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$1K
Top Buyers
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$2.06M |
| 2 |
Goldman Sachs
New York
|
+$1.86M |
| 3 |
VF
Virtu Financial
New York
|
+$1.47M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.02M |
| 5 |
AS
Arxis Securities
New York
|
+$466K |
Top Sellers
| 1 |
Wells Fargo
San Francisco,
California
|
-$32.2M |
| 2 |
Morgan Stanley
New York
|
-$31M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$11.7M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$11.3M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$6.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MIAN
101
Mariner Independent Advisor Network
Overland Park,
Kansas
| – | -$816K | -22,980 | Closed |
|
|
ACM
102
Aviance Capital Management
Sarasota,
Florida
| – | -$557K | -15,696 | Closed |
|
|
WI
103
Wintrust Investments
Chicago,
Illinois
| – | -$492K | -13,869 | Closed |
|
104
Jane Street
New York
| – | -$424K | -11,954 | Closed |
|
|
LFG
105
LifePlan Financial Group
Dayton,
Ohio
| – | -$238K | -6,697 | Closed |
|
|
AWM
106
AE Wealth Management
Topeka,
Kansas
| – | -$223K | -6,274 | Closed |
|
|
HIIFS
107
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
| – | -$117K | -3,290 | Closed |
|
|
CFA
108
Camarda Financial Advisors
Fleming Island,
Florida
| – | -$19K | -540 | Closed |
|
|
BIG
109
Bellwether Investment Group
Chattanooga,
Tennessee
| – | -$12K | -352 | Closed |
|
|
HI
110
Hudock Inc
Williamsport,
Pennsylvania
| – | -$10K | -296 | Closed |
|
111
SEI Investments
Oaks,
Pennsylvania
| – | -$8K | -225 | Closed |
|
|
FTUS
112
Flow Traders U.S.
New York
| – | -$6K | -164 | Closed |
|
|
NC
113
NewSquare Capital
Newtown Square,
Pennsylvania
| – | -$2K | -55 | Closed |
|